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RMD Penalty

Missed RMD Penalty

Did you miss withdrawing your required minimum distribution (RMD) from a retirement account last year? Learn about the new penalty rates and how to possibly get it waived.
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Roth Conversions are a Big Deal

It is no secret 2020 took the world by surprise and will be the year we all remember. It also seems investors have learned there are many things we certainly cannot control.
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History and Presidential Elections

What History Tells Us About US Presidential Elections and the Market It’s natural for investors to look for a connection between who wins the White House and which way stocks will go. But as nearly a century of returns shows, stocks have trended upward across administrations from both parties.
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Don’t Just Do Something, Stand There!

It is a wry and wise way of turning the conventional wisdom about what to do in bear markets on its head. When panic grips the stock market – as it did in February and March of this year – the gut instinct of investors is to do something.
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